Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q4 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR WISDOMTREE U.S. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-701- 7.68% |
$23.3K - $27.9K
|
8.42K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-948- 4.21% |
$31.5K - $37.7K
|
21.6K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-999- 12.2% |
$33.2K - $39.7K
|
7.19K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.3K- 5.01% |
$110K - $131K
|
62.5K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-3.91K- 7.75% |
$130K - $155K
|
46.5K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-5.76K- 7.9% |
$192K - $229K
|
67.1K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.37K- 18.04% |
$212K - $253K
|
28.9K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.55K- 26.12% |
$251K - $300K
|
21.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.3K- 3.85% |
$942K - $1.13M
|
707K
$34.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-42.8K- 0.71% |
$1.42M - $1.7M
|
5.99M
$290M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97.2K- 94.16% |
$3.23M - $3.86M
|
6.03K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-683K- 45.57% |
$22.7M - $27.1M
|
816K
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.29MClosed |
$42.9M - $51.3M
|
0
$0
|